Northwestern Mutual Wealth Management’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81K | Hold |
500
| – | – | ﹤0.01% | 3089 |
|
|
2025
Q1 | $3.77K | Hold |
500
| – | – | ﹤0.01% | 3013 |
|
|
2024
Q4 | $3.66K | Hold |
500
| – | – | ﹤0.01% | 3033 |
|
|
2024
Q3 | $3.78K | Hold |
500
| – | – | ﹤0.01% | 2977 |
|
|
2024
Q2 | $3.41K | Hold |
500
| – | – | ﹤0.01% | 2979 |
|
|
2024
Q1 | $3.32K | Sell |
500
-8,674
| -95% | -$57.6K | ﹤0.01% | 2958 |
|
|
2023
Q4 | $61K | Buy |
9,174
+8,674
| +1,735% | +$57.7K | ﹤0.01% | 1973 |
|
|
2023
Q3 | $3.18K | Hold |
500
| – | – | ﹤0.01% | 2864 |
|
|
2023
Q2 | $3.37K | Hold |
500
| – | – | ﹤0.01% | 2883 |
|
|
2023
Q1 | $3.57K | Buy |
+500
| New | +$3.57K | ﹤0.01% | 2839 |
|
|
2021
Q2 | – | Sell |
-1,456
| Closed | -$11K | – | 3063 |
|
|
2021
Q1 | $11K | Buy |
+1,456
| New | +$11K | ﹤0.01% | 2255 |
|
|
2020
Q1 | – | Sell |
-1,010
| Closed | -$8K | – | 2620 |
|
|
2019
Q4 | $8K | Buy |
+1,010
| New | +$8K | ﹤0.01% | 1971 |
|
|
2018
Q3 | – | Sell |
-474
| Closed | -$3K | – | 2512 |
|
|
2018
Q2 | $3K | Buy |
+474
| New | +$3K | ﹤0.01% | 2092 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | – | – | 1686 |
|
|
2015
Q3 | $0 | Buy |
+60
| New | – | ﹤0.01% | 1726 |
|